See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,839,568 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 27 · EIN 36-3109431 | Advisory (Plan) | $123,560 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,996 | $68,330-18.1% | $149,673-62.6% | $96,393-41.9% |
| Participation rate | 95.0% | 74.6%+20.5pp | 78.8%+16.3pp | 71.3%+23.8pp |
| Annual return | 29.01% | 29.64%-0.6pp | 134.42%-105.4pp | 22.88%+6.1pp |
| Employer contribution / active EE | $2,888 | $2,139+35.0% | $4,818-40.1% | $3,238-10.8% |
| Participant deferral / active EE | $4,849 | $4,422+9.7% | $5,680-14.6% | $5,455-11.1% |
| Admin fee / account holder | $46 | $52-11.1% | $13,210-99.7% | $74-37.5% |